How do I add Additional Form inside job details?
Select any Job then select the Additional Form(s) section from the header.
After navigating to the Additional Form(s) tab, click on the Link button available in the top-right corner to add a form.
Clicking on the Link button, will open a Link Additional Form(s) window where you can link already added forms.
Select the form from the drop down and click on the Link button.
Clicking the link button will display the form and its questions in the Additional Form(s) tab.
Once you link any form, then only the “Need More Additional Forms” option will appear under the Additional Form(s) tab. To add more forms, click on the Need More Additional Forms option.
Clicking on the Need more Additional Forms option will redirect you to a new screen, where you will find the Add Form button at the top.
Clicking on the Add Form button will display a screen having Untitled form, you can click on the edit icon next to the form name to update and customize the form details.
Clicking on the edit icon will open an Edit Form pop-up. In this window, you can configure details such as Form Title which is mandatory field, enter text or any title to your form in it. Also set Trigger from the drop down. There are different types of triggers in the dropdown like Job in progress, Job Complete, Job Accepted etc This determines when the form will appear at that particular event.
After that, select the Job Type/Services from the dropdown for which you want the form to appear. The form will be displayed only when the selected job type or service is chosen.
You can also enable additional options based on your requirements:
On clicking update button you will receive a success alert “Form updated successfully”
Now to add a question in the form Go to particular form and click on the “+Create a new question here” button.
Clicking on the “+Create a new question here” button will open an Add Question Popup where you can select the question type such as Text, Text area, Multi Checkbox, Dropdown, Date, Time, Date & Time, Single checkbox, Label, Signature, Attachment, Number.
After selecting the Question Type, enter your question in the Question Field. You can also choose the required question width from the available options: Full, Half, or One Third.
If you want to disable the question from the form, you can turn on the “Disable” toggle button.
If the question is mandatory to answer, turn on the “Mandatory” toggle button and click on the Save button to save the question.
Select the question type as Multi Checkbox. Then, enter your question in the Question field. To add answer choices, type the option in the Options field. You can continue adding more options using the Add Options button and remove any option by clicking the Remove (-) icon next to it.
Choose how the options should appear in the form by selecting one of the following settings:
If the question is mandatory to answer, turn on the “Mandatory” toggle button and click on the Save button to save the question.
On saving the question, a success message will be displayed: “Question added successfully.” and the added question will then appear in the form linked under the Additional Form(s) tab.
After navigating to the Additional Form(s) tab, click on the Link button available in the top-right corner to add a form.
Clicking on the Link button, will open a Link Additional Form(s) window where you can link already added forms.
Select the form from the drop down and click on the Link button.
Clicking the link button will display the form and its questions in the Additional Form(s) tab.
Once you link any form, then only the “Need More Additional Forms” option will appear under the Additional Form(s) tab. To add more forms, click on the Need More Additional Forms option.
Clicking on the Need more Additional Forms option will redirect you to a new screen, where you will find the Add Form button at the top.
Clicking on the Add Form button will display a screen having Untitled form, you can click on the edit icon next to the form name to update and customize the form details.
Clicking on the edit icon will open an Edit Form pop-up. In this window, you can configure details such as Form Title which is mandatory field, enter text or any title to your form in it. Also set Trigger from the drop down. There are different types of triggers in the dropdown like Job in progress, Job Complete, Job Accepted etc This determines when the form will appear at that particular event.
After that, select the Job Type/Services from the dropdown for which you want the form to appear. The form will be displayed only when the selected job type or service is chosen.
You can also enable additional options based on your requirements:
- Form accessible on mobile app – Enable this option to allow the form to be available on the mobile application for fieldworkers.
- Mobile Mandatory – Enable this option to make the form mandatory for mobile users.
- You can choose whether it should be mandatory for all users or only for leaders.
On clicking update button you will receive a success alert “Form updated successfully”
Now to add a question in the form Go to particular form and click on the “+Create a new question here” button.
Clicking on the “+Create a new question here” button will open an Add Question Popup where you can select the question type such as Text, Text area, Multi Checkbox, Dropdown, Date, Time, Date & Time, Single checkbox, Label, Signature, Attachment, Number.
After selecting the Question Type, enter your question in the Question Field. You can also choose the required question width from the available options: Full, Half, or One Third.
If you want to disable the question from the form, you can turn on the “Disable” toggle button.
If the question is mandatory to answer, turn on the “Mandatory” toggle button and click on the Save button to save the question.
Select the question type as Multi Checkbox. Then, enter your question in the Question field. To add answer choices, type the option in the Options field. You can continue adding more options using the Add Options button and remove any option by clicking the Remove (-) icon next to it.
Choose how the options should appear in the form by selecting one of the following settings:
- Display all the options, regardless of whether they have been answered or not – shows every option in the PDF.
- Display just the answered options on the PDF – shows only the options selected or answered in the PDF.
If the question is mandatory to answer, turn on the “Mandatory” toggle button and click on the Save button to save the question.
On saving the question, a success message will be displayed: “Question added successfully.” and the added question will then appear in the form linked under the Additional Form(s) tab.